Generational Wealth Management
DBA: Gen-wealth Partners, Inc.
244 EAST MAIN AVENUE, Zeeland, Michigan 49464
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
in the Gen-Wealth Multi-Strategy Platform Program will be assessed a platform fee of 0.25%. This fee is in addition to the portfolio management fee. When we use the services of the Institutional Strategist, the above fees are separate and distinct from the platform fee and the Institu
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.